Financial Consultant (Connecticut)
WealthBridge Financial Group
About Us At WealthBridge Financial Group, we help individuals, families, and business owners About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities Develop and maintain long-term client relationships through a client-first, consultative approach Analyze clients' financial goals and design personalized strategies (retirement, investment, insurance, estate planning) Provide education and guidance to help clients make informed financial decisions Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions Build and grow your own book of business through networking, referrals, and marketing initiatives Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate Entrepreneurial mindset with strong interpersonal and communication skills Desire to build a client-focused business and long-term career Self-motivated, disciplined, and goal-oriented Interest in financial services, wealth management, or business development Prior experience in sales, finance, or client service is a plus (not required) Who You'll Work With You’ll serve a diverse client base including: Individuals and families Business owners Institutions and organizations Why Join WealthBridge? Be part of a firm focused on people, impact, and outcomes Build a career with uncapped growth potential Work in a supportive environment that values collaboration and innovation Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? Access to a collaborative network of experienced professionals and mentors Advanced planning resources, digital marketing support, and business development tools Flexible career path with entrepreneurial growth opportunities Ongoing training, licensing support, and professional development Technology platforms and tools to help streamline client engagement and planning A culture focused on integrity, innovation, and long-term client success #J-18808-Ljbffr WealthBridge Financial Group
- ...business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility...SuggestedFull time
$26.4 - $33 per hour
...Financial Counselor Fully Remote • MSO Corporate 1000 - Stamford, CT 06905 Overview Salary Range $26.40 - $33.00 Hourly Level... ...what matters most – patient care. Headquartered in Stamford, Connecticut, the Spire network spans the Northeast with more than 165 physicians...SuggestedHourly payFull timeWork at officeLocal areaRemote workShift work- ...for enthusiastic individuals to join their team in Stamford, Connecticut. This role offers a flexible schedule, allowing you to work from home while providing virtual consultations to secure families’ financial well-being. You will assess client needs, build lasting...SuggestedWork from homeFlexible hours
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...SuggestedFull timeInternshipLocal areaFlexible hours- ...Job Description Job Description Financial Sales with NM110: Becoming a Financial Sales Consultant with NM110 is an opportunity to help your clients achieve... ...Wealth Management Professionals for the state of Connecticut Qualifications: Strong interpersonal and...SuggestedFlexible hours
$116k - $229.1k
...bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-... ...ends on 9/30/2026Work you'll doAs a Workday Financials Sr Consultant, you will lead project workstreams, identify and document business...Local area$105.4k - $207.8k
...stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during,... ...for this role ends on 08/26/2026. Work you'll do As a Senior Consultant on the M&A team, you will be responsible for… Supporting transaction...Local areaVisa sponsorship- ...Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are: Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth...Full timeDay shift
- ...Senior Financial Advisor (Greenwich Market) - Greenwich, CT Lead, grow, and deepen... ...growing a large book of business ~ Strong consultative approach and ability to serve complex... ...compensation. Location Cos Cob, Connecticut, United States of America M&T Bank Corporation...Work experience placement
$110.7k - $218.3k
Position Summary Financial Services Senior Consultant - Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform...Work at officeVisa sponsorship$200k
...events in a client’s life and business which have significant financial implications. Serve as a trusted advisor to clients who frequently... ...Time Type Full time Primary Location Greenwich Connecticut United States Salary $200,000.00 - $500,000.00. In...Full time$94k - $104k
...Senior Financial Analyst, Corporate FP&AAt Curaleaf, we're redefining the cannabis industry... ...Corporate Finance, Business Analytics, Consulting, or a related analytical role.Advanced... ...check per state cannabis requirements.Connecticut Hiring Range$94,000 - $104,000 USDWhat...Work at office$250k - $295k
...for the candidate to be based in our New Jersey, New York or Connecticut office locations. Key Responsibilities Drafting loan documentsConducting... ...program helps you maintain a healthy lifestyle, achieve financial security, and address your personal and family needs. Programs...Work at office$120k
...What This Career Looks Like As a Financial Advisor, you will establish yourself as... ..., including: A Top 10 advisor in Connecticut Multiple advisors recognized among the... ...successful advisors transition from: Consulting, finance, or banking Corporate leadership...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours$120k - $150k
A global credit investment manager in Connecticut is seeking a finance professional to manage fund-level return models and support strategic financial activities. The ideal candidate will hold a Bachelor's degree in finance or economics and possess 3-6 years of relevant...- ...Patient Financial Services Associate Spire Orthopedic Partners is a growing national partnership of orthopedic practices that provides... ...on what matters most patient care. Headquartered in Stamford, Connecticut, the Spire network spans the Northeast with more than 165...Local area
$23 - $31 per hour
...ability to balance service with growth. As a member of a leading financial institution, this role provides a strong foundation for long-... ...10 HEIGHTS RD, DARIEN, CT ~637 WEST AVE, NORWALK, CT ~667 CONNECTICUT AVE, NORWALK, CT ~190 SOUND BEACH AVE, OLD GREENWICH, CT ~...Work experience placementFlexible hours- ...Job Description Job Description Financial Advisor Position Opportunity We are a New York City, full-service, national investment... ...and trainees looking to join and work in our Westport Connecticut office. (trainee positions available as well.) We will sponsor...TraineeshipWork at office
- ...Exploring Career Transition Entry-Level What We Do: Financial Planning - Retirement Planning, Estate Planning, Business... ...advisors ranking in the Top 30 on 2025 Forbes Best-In-State (Connecticut) Financial Securities Professionals list. In 2024, our Fairfield...Work experience placementWork at officeWork visa
$82k - $250k
...Description Job Description Becoming an Advisor Becoming a financial advisor at Northwestern Mutual is an opportunity to help your... ..., and a network of high-performing professionals. In Connecticut, many of our advisors have been recognized on Forbes Best-in-State...$95k - $100k
...enhance client relationships through active participation in the financial planning process. Responsibilities include creating and... ...evolving market environments. The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus network. Learn more at...Work at officeLocal area$85k - $90k
...enhance client relationships through active participation in the financial planning process. Responsibilities include creating and... ...evolving market environments. The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus network. EEO Statement...Work at officeLocal area- ...A leading alternative investment manager in Connecticut is seeking a detail-oriented Senior Fund Accountant to manage fund accounting for credit-focused funds. This role involves oversight of financial reporting, NAV packages, and coordination with external partners. The...
- ...Atlantic Group in Connecticut offers a hybrid role where you will assist in preparing fund financials and play a key part in month-, quarter-, and year-end close activities. You will help with capital calls, distributions, and reconciliations, acting as a resource for...
- ...Senior Financial AdvisorLead, grow, and deepen an established book of business with M&T Bank. We're seeking an experienced Financial... ...success managing and growing a large book of businessStrong consultative approach and ability to serve complex client needsEstablished...Work experience placement
- ...Connecticut Institute for Communities, Inc. Description: CIFC Health a program of the Connecticut Institute For Communities, Inc... ...full-time compassionate, highly motivated and detail-oriented Financial / Certified Application Counselor(s) to join our team. In this...Hourly payFull timeWork at office
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at office- JPMorgan Chase is hiring a Private Banker in Greenwich, Connecticut to manage client relationships and provide financial advisory services. The ideal candidate will have over three years of experience in Private Banking and relevant qualifications, ensuring an exceptional...
- ...Thrivent Financial AdvisorMeaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
$45k - $100k
...anticipated to remain open for 30 days, from 27-Aug-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
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